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The Private Banking Landscape in Europe – a View from Switzerland

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The Private Banking Landscape in Europe – a View from Switzerland Private Banking: Switzerland | Zurich | 12th December 2017 08:00-09:00 Registration & Welcome Refreshments Welcome Address: Ronan McCaughey, Editor, Private Banker 09:00-09:10 International SESSION ONE: The Private Banking Landscape in Europe – A View from Switzerland Chairperson: Ronan McCaughey, Editor, Private Banker International 09:10-09:30 Switzerland at the Forefront of the Private Banking World David Stubbs, Head of Client Investment Strategy for EMEA, J.P. Morgan 09:30-09:40 Q&A with David Stubbs 09:40-10:00 The Importance of Data in Digital Banking Data needs to deliver digital banking services Data collection and storage Is the industry ready? Tobias Unger, CEO, Avaloq Sourcing, Switzerland & Liechtenstein 10:00-10:20 Société Générale: A Family Office Point of View Key developments in the family office market A view on requirements Tomorrow’s coverage set-up Tobias Wagner, Head of Zurich Branch & Member of the Executive Committee, Société Générale Private Banking Switzerland 10:20-10:40 Do we Need Artificial Intelligence in Wealth Management? The latest robo-advisors, chatbots and AI Reaching Goal based targets Enhancing the customer experience Andrzej Przewięźlikowski, Vice President, Director of Financial Services Division, Comarch 10:40-11:10 Speaker discussion & Q&A Moderated by Ronan McCaughey, Editor, Private Banker International Speakers include: Tobias Unger, CEO, Avaloq Sourcing, Switzerland & Liechtenstein Andrzej Przewięźlikowski, Vice President, Director of Financial Services Division, Comarch Tobias Christen, CEO, DSwiss AG Tobias Wagner, Head of Zurich Branch & Member of the Executive Committee, Société Générale Private Banking Switzerland 11:10-11:40 Networking Coffee Break Go to: www.slido.com and enter the event code #PBS17 #PBS17 | @Bankernews Private Banking: Switzerland | Zurich | 12th December 2017 SESSION TWO: Capitalising On Fast Growing Market Segments in the Swiss Market Chairperson: Oliver Williams, Head & Co-Founder, WealthInsight 11:40-12:00 Sustainable and Responsible Investments: Driving Purpose and Performance Gathering momentum: evolution and challenges of sustainable investing Enhance shareholder value with responsible corporate practices Investing with BNP Paribas a committed and responsible bank Hubert Musseau, CEO Wealth Management in Switzerland and Emerging Markets, BNP Paribas 12:00-12:20 Can Innovative Technology Determine the Regulatory Future? How can RegTech manage compliance risks? What are the risks of jumping on the RegTech bandwagon? Meeting the demands of a broad client base What can RegTech offer the financial services industry? Guenther Dobrauz, Partner, Leader PwC Legal Switzerland, PwC 12:20-12:40 Combining the Advantages of Swiss Private Banking with Modern Wealth Management Expanding client offering with innovative investment solutions Successfully matching client risk profiles Providing relevant and effective solutions to create value Luc Filip, Head of Discretionary Portfolio Management and Wealth Management Investments, Banque SYZ 12:40-13:10 Speaker discussion and Q&A Moderated by Oliver Williams, Head & Co-Founder, WealthInsight Speakers include: Luc Filip, Head of Discretionary Portfolio Management and Wealth Management Investments, Banque SYZ Hubert Musseau, CEO Wealth Management in Switzerland and Emerging Markets, BNP Paribas Representative, Millennium Banque Privee Guenther Dobrauz, Partner, Leader PwC Legal Switzerland, PwC 13:10-14:10 Networking Lunch Go to: www.slido.com and enter the event code #PBS17 #PBS17 | @Bankernews Private Banking: Switzerland | Zurich | 12th December 2017 SESSION THREE: Enhancing Client and Advisor Relationships Chairperson: Ulrich Knopp, Partner, MilleniumAssociates 14:10-14:30 The Digital Advisory and Client Collaboration Digital private banking Balancing sales and compliance Clients-advisor collaboration The contribution of AI Personliased client service models Alessandro Tonchia, Founder, Finantix 14:30-14:50 What is the Future for Advisory Services? Trends in wealth management: the world is changing – wealth managers have to adapt Understanding the key challenges in wealth management How to provide state of the art advice and exceed the clients expectations Nicolas de Skowronski, Deputy Head of Advisory Solutions, Julius Bär 14:50-15:10 The Rise of FinTechs and RegTech Startups in Swiss Private Banking Orbium’s experience in innovation and the ecosystem Introducing our startups partnerships A view on how the future might evolve Olivier Schneider, Partner, Orbium 15:10-15:40 Speaker discussion and Q&A Moderated by Ulrich Knopp, Partner, MilleniumAssociates Speakers include: Alessandro Tonchia, Founder, Finantix Nicolas de Skowronski, Deputy Head of Advisory Solutions, Julius Bär Olivier Schneider, Partner, Orbium John Davies, Chairman, Kompli Global Olga Feldmeier, CEO and Founder, Smart Valor 15:40-16:10 Networking Coffee Break Go to: www.slido.com and enter the event code #PBS17 #PBS17 | @Bankernews Private Banking: Switzerland | Zurich | 12th December 2017 SESSION FOUR: Future Perspectives – Building A Roadmap Beyond 2017 Chairperson: Ian Woodhouse, Senior Business Advisor, Orbium 16:10-16:30 Digital Disruption that Banks are Facing Where is Citi Private Bank in the disruption cycle? Can banks have innovation and scale? How can banks improve their efficiency? Can incumbents in US and Europe embrace innovation? How are banks embracing innovation to augment the client experience? Philip Watson, Managing Director, Head of Global Investment Lab, Citi Private Bank 16:30-17:15 Expert Panel: Where is Private Banking Now and Where will it be by 2030? Private Banking experts will discuss and debate for or against Brexit, and the future of private banking in Switzerland and beyond Discussion points will include: Identifying new areas of alternative investments Switzerland’s status as an international wealth management hub The future of asset allocation and goal based planning Will A.I and robo-advisors become the new norm? How far will technology go within the family office? Exploring growth within the impact investment market How will the lack of direct access to foreign markets affect Swiss private banking? Moderated by Ian Woodhouse, Senior Business Advisor, Orbium Speakers include: Michael Rogenmoser, General Manager Switzerland & Liechtenstein, Avaloq Philip Watson, Managing Director, Head of Global Investment Lab, Citi Private Bank Ekaterina Mavrenkova, Managing Partner, Henley & Partners Alexander Sabo, Market Head, Managing Director, Multi Family Offices, HSBC Tobias Wagner, Head of Zurich Branch & Member of the Executive Committee, Société Générale Private Banking Switzerland 17:15-17:20 Closing Remarks and Close of Conference 18:30-22:00 Private Banker International Gala Dinner and Awards Go to: www.slido.com and enter the event code #PBS17 #PBS17 | @Bankernews .
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